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SageCRM 6.1
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Contents
Main
SageCRM 6.1 Wireless Mobile Guide
Page
Contents
Chapter 1: Introduction
Chapter 2: Getting Started
Chapter 3: Working with CRM from a Mobile Device
Chapter 4: Working with CRM from a WAP Mobile Phone
Chapter 1 Introduction
Introduction
Chapter Summary
Chapter 2 Getting Started
Prerequisites
Mobile Devices
Enabling Users
URLs for Accessing CRM
Making Devices Known to CRM
Setting Up New Devices
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Mapping User Agents
Mapping Unassigned User Agents
Wireless Mobile Screen Customization
Customizing Mobile Screens
Customizing WAP Screens
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Page
Chapter 3 Working with CRM from a Mobile Device
Introduction
Logging On
Logging Off
Moving Around
The Basic Screen Elements
Finding Information
Example: Finding a Person
Example: Finding an Opportunity
Adding Customer Information
Example: Adding a Person to a Company
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Doing Your Work
Navigating Your Calendar
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Managing Leads, Opportunities, and Cases
Reporting
Running a Report
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Dashboard
Synchronizing with Microsoft Outlook
Now you can
Page
Page
Chapter 4 Working with CRM from a WAP Mobile Phone
Moving Around
Basic Navigation Elements
Logging on
Finding Contact Information
Searching for a Person
Searching for a Company
Doing Your Work
Navigating your Communications List
Navigating your Calendar
Changing the Status of a Communication
Finding and Progressing an Opportunity
Example: Closing a Sale
Finding and Progressing a Case
Example: Progressing a Case